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GM

Name Holding Trade Value Shares
Change 		Change in
Stake
SMFS
851
Squar Milner Financial Services
California
$211K +$212K +4,897 New
BMC
852
Beaton Management Company
Massachusetts
$210K -$7.38K -170 -3%
CPIA
853
Cornell Pochily Investment Advisors
New York
$210K +$223K +5,145 New
CCM
854
Coldstream Capital Management
Washington
$209K -$7.16K -165 -3%
NAM
855
NTV Asset Management
West Virginia
$206K – – –
SCM
856
Sandler Capital Management
New York
$205K -$43.4K -1,000 -17%
CCI
857
Credit Capital Investments
New Jersey
$205K +$217K +5,000 New
PGA
858
Premia Global Advisors
Florida
$205K +$217K +5,006 New
CFIC
859
City Financial Investment Company
United Kingdom
$204K +$217K +5,000 New
AAP
860
Arax Advisory Partners
Colorado
$198K +$4.95K +114 +2%
FMLI
861
Fukoku Mutual Life Insurance
Japan
$189K +$200K +4,600 New
AF
862
Advisornet Financial
Minnesota
$188K +$199K +4,592 New
PG
863
Patten Group
Tennessee
$187K -$23.9K -550 -11%
HNB
864
Huntington National Bank
Ohio
$181K +$14.3K +329 +8%
FGC
865
Financial Gravity Companies
Texas
$179K +$183K +4,220 New
JWA
866
JFS Wealth Advisors
Pennsylvania
$176K +$43 +1 +0%
GLI
867
Guardian Life Insurance
New York
$174K +$54.8K +1,263 +42%
EMG
868
ETF Managers Group
New Jersey
$174K +$181K +4,165 New
BBHC
869
Brown Brothers Harriman & Co
New York
$171K +$127K +2,938 +237%
YWP
870
YorkBridge Wealth Partners
New York
$166K +$68.6K +1,582 +60%
LPIC
871
LeJeune Puetz Investment Counsel
Michigan
$163K – – –
TL
872
TrueWealth LLC
Georgia
$154K +$163K +3,749 New
FIM
873
Foresters Investment Management
New York
$153K -$7.07K -163 -4%
VFA
874
Valeo Financial Advisors
Indiana
$151K +$61.3K +1,413 +62%
ATFA
875
All Terrain Financial Advisors
Minnesota
$149K +$158K +3,641 New
33 34
35
36 37